RIA Intelligence

SWS PARTNERS, LLC

CRD #281838 SEC #801-107254 COLUMBUS, OH 614-670-5733
SEC Registered Private Funds
Total AUM
$359.7M
Discretionary
$359.7M
Employees
6
Clients
51
Accounts
559

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
KESSLER, PHILIP, EUGENEIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PARKER, JAMES, FRANKLINIMANAGING PARTNERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEIINTERIM CHIEF COMPLIANCE OFFICERNA
PAYNE, CHRISTOPHER, LEEIINTERIM CHIEF COMPLIANCE OFFICERNA
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEIINTERIM CHIEF COMPLIANCE OFFICERNA
PRIEUR, KRISTIN, LYNNEICHIEF COMPLIANCE OFFICERNA
PRIEUR, KRISTIN, LYNNEICHIEF COMPLIANCE OFFICERNA
PRIEUR, KRISTIN, LYNNEICHIEF COMPLIANCE OFFICERNA
PRIEUR, KRISTIN, LYNNEICHIEF COMPLIANCE OFFICERNA
PRIEUR, KRISTIN, LYNNEICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICHIEF COMPLIANCE OFFICERNA
Solomon, FatinaICHIEF COMPLIANCE OFFICERNA
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER WEALTH ADVISORS LLCDEMANAGING MEMBERE Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
PARKER, JAMES, FRANKLINIMEMBERD Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
KESSLER, PHILIP, EUGENEIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
PARKER, JAMES, FRANKLINIMEMBERC Control
CAVICCHIA, CRAIGIMEMBERB Control
CAVICCHIA, CRAIGIMEMBERB Control
CAVICCHIA, CRAIGIMEMBERB Control
CAVICCHIA, CRAIGIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control
STAFFORD, MICHAEL, BRENNANIMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
PARKER, JAMES, FRANKLINIKESSLER WEALTH ADVISORS LLCD Control
KESSLER, PHILIP, EUGENEISWS PARTNERS, LLCC Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (8)

CA FL IL IN OH PA SC TX

Address

230 WEST STREET
SUITE 500
COLUMBUS, OH 43215
United States
Phone: 614-670-5733